Grand Rapids-based Estate Planning Services
Protecting your family legacy while minimizing estate taxes
Your legacy is deeply personal. We understand that planning for the future is about more than accumulating assets during your lifetime. It is also about leaving a financial legacy for the people and causes that matter most to you. That is why we partner with estate planning attorneys to assist in providing estate planning solutions tailored to your specific legacy goals.
- Wills & Living wills
- Healthcare powers of attorney & Durable powers of attorney
- Revocable living trusts & Irrevocable living trusts
- Charitable trusts & Family foundations
Hill Island Financial’s investment adviser representatives are not attorneys and Hill Island is not engaged in the practice of law. We partner with qualified estate planning attorneys who prepare all legal documents and render legal advice.
How can we help?
Show Notes: 10B5-1... is it a license plate number? Is it the combination to the lock on your luggage? No, it's the form you need to pay attention to if you're in a position to worry about insider trading. Should you be paying attention to this process? Let's take...
In episode 2 of Capture the Upside, Kevin and Sean focus is on readying your estate for tax season.
In this episode of Capture the Upside, Kevin Toler tackles philanthropic giving, exploring the various reasons people choose to donate, different ways to give, and the tax benefits of charitable giving.
November is a time for giving thanks, spending time with loved ones and eating an obscene amount of food. If your turkey coma puts you in a thankful mood, you may consider paying it forward by making a charitable donation. Following are some tips to help you establish a charitable giving strategy.